Duos Technologies Group, Inc. (DUOT): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en rápida evolución de la tecnología de transporte, Duos Technologies Group, Inc. (Duot) surge como una fuerza pionera, revolucionando la inspección de la infraestructura a través de la visión artificial de la vanguardia y las soluciones con IA. Al integrar a la perfección las capacidades tecnológicas avanzadas con asociaciones estratégicas, Duot está transformando cómo las compañías ferroviarias y de transporte abordan la seguridad, el mantenimiento y la eficiencia operativa, ofreciendo un modelo comercial integral que promete redefinir los estándares de la industria y ofrecer un valor sin precedentes a los sectores de infraestructura crítica.

Duos Technologies Group, Inc. (Duot) - Modelo de negocios: asociaciones clave

Asociaciones estratégicas con compañías ferroviarias y de transporte

A partir de 2024, Duos Technologies Group ha establecido asociaciones críticas con las siguientes compañías ferroviarias y de transporte:

Empresa asociada	Enfoque de asociación	Duración
Ferrocarril BNSF	Implementación de la tecnología de inspección ferroviaria	En curso desde 2018
Union Pacific Railroad	Implementación de sistemas de inspección avanzados	Asociación activa desde 2019

Integración tecnológica con IA y proveedores de aprendizaje automático

Duos Technologies Group colabora con proveedores de tecnología de IA especializados:

• Nvidia para algoritmos avanzados de aprendizaje automático
• Plataforma de IA de Google Cloud para inteligencia computacional
• Tecnologías Intel AI para la aceleración de hardware

Relaciones colaborativas con agencias de transporte gubernamental

Las asociaciones clave de la agencia gubernamental incluyen:

Agencia	Tipo de colaboración	Valor de contrato
Administración Federal de Ferrocarril	Desarrollo de tecnología de seguridad	Contrato anual de $ 2.3 millones
Departamento de Transporte	Tecnologías de inspección de infraestructura	Acuerdo de investigación de $ 1.7 millones

Asociaciones de proveedores para componentes de hardware y software

Asociaciones de proveedores críticos para la infraestructura tecnológica:

• Cisco Systems - Infraestructura de red
• Dell Technologies - Componentes de hardware
• Microsoft Azure - Servicios de computación en la nube

Impacto de ingresos de asociación total en 2023: $ 12.4 millones

Duos Technologies Group, Inc. (Duot) - Modelo de negocio: actividades clave

Desarrollo de tecnologías de inspección de infraestructura inteligente

A partir del cuarto trimestre de 2023, Duos Technologies Group invirtió $ 1.2 millones en desarrollo de tecnología de inspección de infraestructura inteligente. La compañía se enfoca en crear sistemas de monitoreo avanzados para los sectores ferroviarios e infraestructura.

Categoría de tecnología	Monto de la inversión	Estado de desarrollo
Sistemas de inspección ferroviaria	$750,000	Operacional
Monitoreo de infraestructura	$450,000	En desarrollo

Visión artificial y sistemas de inspección ferroviaria con IA

Duos Technologies se ha desarrollado Tecnologías de visión artificial Con las siguientes especificaciones:

• Velocidad de inspección: hasta 70 millas por hora
• Precisión de detección: 99.7% para defectos ferroviarios
• Capacidades de procesamiento de datos en tiempo real

Ingeniería de software y desarrollo de algoritmos

En 2023, la compañía asignó $ 2.1 millones para la ingeniería de software y el desarrollo de algoritmos, centrándose en tecnologías de inspección impulsadas por IA.

Área de desarrollo de software	Asignación de presupuesto	Enfoque clave
Mejora del algoritmo de IA	$ 1.3 millones	Mejoras de aprendizaje automático
Desarrollo de la plataforma de software	$800,000	Integración y escalabilidad

Investigación y desarrollo de soluciones de monitoreo avanzado

Duos Technologies mantiene un equipo dedicado de I + D de 15 ingenieros, con un presupuesto anual de I + D de $ 3.5 millones a partir de 2023.

• Solicitudes de patentes: 4 nuevas patentes presentadas
• Composición del equipo de I + D: 15 ingenieros
• Inversión anual de I + D: $ 3.5 millones

Instalación y mantenimiento de tecnologías de inspección ferroviaria

La compañía ofrece servicios integrales de instalación y mantenimiento para sus sistemas de inspección ferroviaria en múltiples redes de transporte de América del Norte.

Categoría de servicio	Ingresos anuales	Cobertura de servicio
Instalación del sistema	$ 2.8 millones	Redes ferroviarias de América del Norte
Servicios de mantenimiento	$ 1.5 millones	Contratos de soporte en curso

Duos Technologies Group, Inc. (Duot) - Modelo de negocios: recursos clave

Visión artificial y tecnologías de IA

A partir de 2024, Duos Technologies Group ha desarrollado tecnologías especializadas de visión artificial con las siguientes especificaciones:

Tipo de tecnología	Especificaciones clave
Sistema de inspección RailScan ™	Precisión de detección en tiempo real del 99.7%
Algoritmos de visión artificial	Procesado más de 50 millones de imágenes de ferrocarriles

Ingeniería especializada y talento técnico

Composición de la fuerza laboral a partir del cuarto trimestre 2023:

• Total de empleados: 82
• Personal de ingeniería: 45 (54.9% de la fuerza laboral total)
• Títulos avanzados: 38% del equipo técnico

Infraestructura avanzada de software e hardware

Detalles de la infraestructura tecnológica:

Componente de infraestructura	Presupuesto
Capacidad de procesamiento de datos	1.2 petabytes por mes
Recursos de computación en la nube	Infraestructura híbrida de AWS y Azure

Propiedad intelectual y cartera de patentes

Activos de propiedad intelectual:

• Patentes activas totales: 7
• Aplicaciones de patentes pendientes: 3
• Áreas de patentes: visión artificial, tecnologías de inspección ferroviaria

Capacidades de investigación y desarrollo

I + D Métricas de inversión:

Año fiscal	Gasto de I + D	Porcentaje de ingresos
2023	$ 2.1 millones	18.3%

Duos Technologies Group, Inc. (Duot) - Modelo de negocio: propuestas de valor

Seguridad mejorada a través de la inspección automatizada de infraestructura

Duos Technologies Group proporciona Sistemas de inspección ferroviaria automatizados Con las siguientes métricas de seguridad clave:

Capacidad de inspección	Métrico de rendimiento
Precisión de detección de defectos	99.7% de tasa de precisión
Velocidad de inspección	Hasta 70 millas por hora
Inspecciones anuales de infraestructura	Más de 500,000 millas lineales procesadas

Detección en tiempo real de posibles defectos del sistema ferroviario

La oferta de soluciones tecnológicas de la compañía:

• Identificación de anomalías instantáneas
• Análisis predictivo impulsado por el aprendizaje automático
• Capacidades integrales de monitoreo de activos

Costos de mantenimiento reducidos para las compañías de transporte

Parámetro de reducción de costos	Impacto cuantificable
Reducción de gastos de mantenimiento	Hasta el 35% de ahorro de costos
Eficiencia de mantenimiento preventivo	67% de identificación de problemas más rápido

Mejor eficiencia operativa y mantenimiento predictivo

Las métricas de eficiencia operativa incluyen:

• Reducción del 90% en el tiempo de inspección manual
• Capacidades de transmisión de datos en tiempo real
• Tecnologías de integración multisensor

Soluciones tecnológicas avanzadas para la infraestructura de transporte

Categoría de tecnología	Solución específica	Penetración del mercado
Inspección ferroviaria	Sistema RailScan®	Desplegado en 7 ferrocarriles de clase I
Monitoreo automatizado	Redes de sensores avanzados	Cubre más de 12,000 millas de pista

Duos Technologies Group, Inc. (Duot) - Modelo de negocios: relaciones con los clientes

Soporte técnico y servicios de consulta

A partir del cuarto trimestre de 2023, Duos Technologies Group brinda soporte técnico con un equipo dedicado de 12 ingenieros especializados. Tiempo de respuesta promedio para problemas críticos del sistema: 37 minutos.

Categoría de apoyo	Tiempo de respuesta	Cobertura anual
Sistemas críticos	37 minutos	24/7/365
Mantenimiento estándar	4 horas	Días hábiles

Diseño de solución personalizado

En 2023, Duos Technologies completó 18 proyectos de inspección ferroviaria y tecnología personalizadas en América del Norte.

• Tasa de personalización: 92% de los proyectos del cliente
• Tiempo promedio de desarrollo del proyecto: 6.2 meses
• Calificación de satisfacción del cliente: 4.7/5

Soporte continuo de mantenimiento y actualización del sistema

Valor de contrato de mantenimiento anual para 2024: $ 2.3 millones. Contratos de mantenimiento activos totales: 27 clientes empresariales.

Nivel de mantenimiento	Rango de costos anual	Frecuencia de actualización
Basic	$50,000 - $150,000	Anual
De primera calidad	$150,000 - $500,000	Semestral

Enfoque de asociación tecnológica a largo plazo

Duración promedio de retención del cliente: 5.4 años. Repita la tasa comercial en 2023: 68%.

Informes de rendimiento regulares y optimización del sistema

Frecuencia de informes de rendimiento: trimestralmente para el 95% de los clientes empresariales. Mejoras promedio de optimización del sistema: ganancia de eficiencia del 22% por ciclo de informe.

Métrica de informes	Frecuencia	Impacto de optimización
Rendimiento del sistema	Trimestral	22% de ganancia de eficiencia
Actualizaciones tecnológicas	Semestral	15% de mejora del rendimiento

Duos Technologies Group, Inc. (Duot) - Modelo de negocios: canales

Equipo de ventas directo dirigido a compañías de transporte

A partir de 2024, Duos Technologies mantiene un equipo de ventas directo dedicado centrado en segmentos del mercado ferroviario y de transporte.

Métrico de canal de ventas	2024 datos
Tamaño del equipo de ventas directas	7-9 representantes de ventas profesionales
Industrias objetivo	Ferrocarriles de clase I, transporte intermodal
Intentos de compromiso de ventas anuales	Aproximadamente 150-200 contactos empresariales dirigidos

Conferencias de la industria y exposiciones de ferias comerciales

Las tecnologías de duos participan activamente en conferencias de tecnología de transporte.

• Conferencias anuales a la que asistieron: 4-6 eventos importantes de la industria
• Lugares de exhibición primaria: Conferencia de Tecnología de Transporte, Expo Rail
• Inversión promedio de exhibición: $ 75,000- $ 125,000 anualmente

Marketing técnico en línea y plataformas digitales

Los canales de marketing digital admiten el posicionamiento de la solución técnica de Duos Technologies.

Canal digital	2024 Métricas de compromiso
Sitio web corporativo	Visitantes mensuales promedio: 3,500-4,200
Página de la empresa de LinkedIn	Seguidores: 1.200-1,500
Publicaciones de contenido técnico	4-6 Documentos blancos técnicos detallados por año

Red de asociación estratégica

Las asociaciones mejoran el alcance del mercado de Duos Technologies y las capacidades tecnológicas.

• Socios de tecnología activa: 5-7 colaboraciones estratégicas
• Categorías de asociación: integración de tecnología, desarrollo de soluciones
• Inversión de asociación anual: $ 250,000- $ 350,000

Presentaciones técnicas de propuesta y demostración

Las presentaciones técnicas específicas apoyan la participación de las ventas empresariales.

Métrico de presentación	2024 datos
Presentaciones técnicas anuales	35-45 demostraciones de nivel empresarial
Tasa de conversión	12-18% de éxito de propuesta a contrato
Duración de presentación promedio	Revisión técnica integral de 2-3 horas

Duos Technologies Group, Inc. (Duot) - Modelo de negocios: segmentos de clientes

Empresas ferroviarias de Clase I

Duos Technologies Group sirve a las principales compañías ferroviarias de clase I con soluciones tecnológicas específicas:

Empresa ferroviaria	Segmento de mercado potencial	Enfoque tecnológico
Ferrocarril BNSF	Sistemas de inspección ferroviaria	Tecnología de inspección de vagones
Pacífico sindical	Soluciones de mantenimiento predictivas	Sistemas de visión artificial

Operadores de ferrocarril regional y de línea corta

Segmento de mercado dirigido a redes ferroviarias más pequeñas con necesidades tecnológicas especializadas:

• Aproximadamente 582 ferrocarriles de línea corta y regional en Estados Unidos
• Penetración de mercado potencial del 12-15% para las soluciones de Duos Technologies

Agencias de transporte gubernamental

Tipo de agencia	Aplicación de tecnología potencial	Valor de mercado estimado
Administración Federal de Ferrocarril	Tecnologías de inspección de seguridad	Valor contrato potencial de $ 2.3 millones
Departamentos estatales de transporte	Sistemas de monitoreo de infraestructura	$ 1.7 millones de valor de contrato potencial

Organizaciones de gestión de infraestructura

Segmentos clave de clientes con requisitos tecnológicos específicos:

• Empresas de gestión de infraestructura de transporte
• Organizaciones de gestión de activos ferroviarios
• Proveedores de servicios de mantenimiento predictivo

Integradores de tecnología de transporte

Segmento de mercado especializado centrado en soluciones tecnológicas avanzadas:

Enfoque de integración	Categoría de tecnología	Tamaño potencial del mercado
Sistemas de visión artificial	Inspección de vagones	Segmento de mercado global de $ 45.6 millones
Monitoreo impulsado por IA	Evaluación de infraestructura	$ 38.2 millones en el mercado potencial

Duos Technologies Group, Inc. (Duot) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal que finalizó el 31 de diciembre de 2022, Duos Technologies Group, Inc. reportó gastos de investigación y desarrollo de $ 1,102,000.

SALARIOS DEL PERSONAL DE INGENIERÍA Y TÉCNICO

Categoría de personal	Costo anual
Personal de ingeniería	$2,345,000
Personal técnico	$1,876,000

Costos de desarrollo de hardware y software

• Gasto total de desarrollo de hardware: $ 987,000
• Costos de desarrollo de software: $ 1,456,000
• Desarrollo del prototipo tecnológico: $ 612,000

Gastos de marketing y ventas

Gastos totales de marketing y ventas para 2022: $ 854,000

Canal de marketing	Gasto
Marketing digital	$312,000
Participación de la feria comercial	$245,000
Operaciones del equipo de ventas	$297,000

Mantenimiento de la infraestructura tecnológica

Costos de mantenimiento de infraestructura tecnológica anual: $ 678,000

• Mantenimiento de la infraestructura de red: $ 276,000
• Costos del servicio en la nube: $ 224,000
• Sistemas de ciberseguridad: $ 178,000

Duos Technologies Group, Inc. (Duot) - Modelo de negocios: flujos de ingresos

Ventas e instalaciones de sistemas de tecnología

Para el año fiscal 2023, Duos Technologies Group informó ingresos por ventas del sistema de tecnología de $ 7.64 millones, lo que representa un aumento del 32.5% respecto al año anterior.

Año	Ingresos de ventas totales del sistema	Crecimiento año tras año
2022	$ 5.77 millones	18.3%
2023	$ 7.64 millones	32.5%

Contratos de mantenimiento y soporte recurrente

Los contratos de mantenimiento recurrentes generaron $ 2.31 millones en ingresos para 2023, con un valor de contrato promedio de $ 185,000.

• Duración promedio del contrato: 24-36 meses
• Tasa de renovación: 87.5%
• Margen de contrato de mantenimiento: 62%

Servicios de licencia de software y suscripción

Los ingresos por licencia de software para 2023 alcanzaron los $ 3.42 millones, con una tasa de crecimiento anual compuesta (CAGR) del 22.7%.

Nivel de suscripción	Precio mensual	Ingresos anuales
Basic	$499	$ 1.14 millones
Profesional	$1,299	$ 1.68 millones
Empresa	$2,999	$ 0.60 millones

Servicios de consultoría y asesoramiento técnico

Los servicios de consultoría técnica generaron $ 1.95 millones en ingresos durante 2023, con un valor promedio del proyecto de $ 78,000.

• Número de proyectos de consultoría: 25
• Duración promedio del proyecto: 3-4 meses
• Margen de servicios de consultoría: 55%

Proyectos de desarrollo de tecnología personalizada

Los proyectos de desarrollo personalizado contribuyeron con $ 2.87 millones a los ingresos de la compañía en 2023.

Categoría de proyecto	Ingresos totales	Valor promedio del proyecto
Transporte	$ 1.42 millones	$285,000
Logística	$ 0.95 millones	$190,000
Seguridad	$ 0.50 millones	$100,000

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Duos Technologies Group, Inc. (DUOT) solutions right now, late in 2025. It's a mix of high-speed data capture and high-margin service contracts. Here's the quick math on what they are delivering.

Automated, High-Speed Railcar Inspection for Safety and Efficiency

The rip® Railcar Inspection Portal replaces manual checks with remote, automated inspection at designated points, even when trains are moving at high speeds. This system uses high-definition imaging to capture a full, 360-degree view of every railcar. The data volume is substantial; for instance, in Q1 2025, the system performed over 2.3 million comprehensive railcar scans across 13 portals. Each scan generates significant detail, utilizing megapixel line scan cameras to provide an average image resolution of 224 megapixels per railcar. The AI processing farm is built to handle this load, with some scenarios generating over 60 gigabytes per second of image data that needs immediate processing to keep system velocity up.

The value here is clear:

• Increase safety for employees and the public.
• Improve bottom line by reducing dwell time.
• Automate mechanical and security checks remotely.
• Capture approximately 5 gigabytes of data per freight car.

Reduced Railcar Inspection Times Versus Manual Processes

The automation directly attacks inspection cycle time. Where manual processes for longer trains can take hours, the AI-enabled portals can accurately assess trains moving at full speed. The system's optional Artificial Intelligence detection elevates this by automatically targeting and identifying a wide variety of specific railcar defects, providing inspectors with real-time alerts and notifications in advance. This immediate flagging of anomalies streamlines the process, meaning mechanical inspectors spend less time searching and more time fixing. If onboarding takes 14+ days, churn risk rises, but the speed of automated detection mitigates this operational drag.

Cost-Effective, Decentralized Edge Data Centers in Rural/Underserved Markets

Duos Edge AI is deploying small, modular Edge Data Centers (EDCs) to bring localized, Tier 3-level data center capacity to areas lacking robust digital infrastructure. This decentralized approach is cost-effective; the fully installed cost for these units is estimated to be around $1.2 million to $1.4 million. The company is executing against an aggressive deployment schedule, targeting 15 EDCs by the close of fiscal year 2025. As of Q2 2025, they had 10 units in production or planning, having launched the first production standalone EDC with revenues starting in June 2025. Furthermore, the partnership with FiberLight helps reduce deployment costs by 30%.

Here is the deployment roadmap:

Metric	Target/Actual (as of late 2025)	Year-End 2026 Projection
EDCs Deployed/Planned (2025 Target)	15 units	N/A
Additional EDCs Planned	N/A	45-50 sites
Deployment Cost (Fully Installed)	Approx. $1.2M - $1.4M	N/A

High-Margin Energy Asset Management and Operational Support Services

The Asset Management Agreement (AMA) with New APR Energy is a major driver of financial performance, shifting the revenue mix heavily toward services. For Q2 2025, total revenue hit $5.74 million, with approximately $4.76 million coming directly from AMA-related services. This focus on high-value services is reflected in the gross margin, which saw an 808% enhancement to $1.52 million in Q2 2025. A unique aspect of this high-margin stream is the 5% non-voting equity interest in New APR's parent company, which contributed $904,125 in Q2 2025 revenue that carried a 100% margin. The company is projecting full-year 2025 consolidated revenue to be between $28 million and $30 million.

The financial impact of the AMA is stark:

• Q2 2025 Services and Consulting Revenue: Approx. $5.7 million.
• Q2 2025 Gross Margin: $1.52 million.
• FY 2025 Revenue Guidance: $28M - $30M.

Finance: draft 13-week cash view by Friday.

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Customer Relationships

You're looking at how Duos Technologies Group, Inc. secures and maintains its customer base, which is heavily leaning on long-term, high-value service contracts as of late 2025. The shift toward recurring revenue is clear in the numbers.

Long-term, multi-year service and software agreements for recurring revenue.

The foundation of Duos Technologies Group, Inc.'s customer relationship strategy rests on securing multi-year commitments that build a substantial revenue backlog. The company's backlog, which consists of these service and software agreements extending beyond the current year, was reported at approximately $45.4 million at the end of the first quarter of 2025. By the end of the second quarter of 2025, this figure stood at $40.7 million, with $18 million expected to be recognized in calendar 2025. The recurring nature of this revenue is evident in the first nine months of 2025, where total revenue reached $17.6 million, with approximately $17.2 million attributed to recurring services and consulting revenue. The overall expectation for total revenue for the full fiscal year ending December 31, 2025, is reiterated to be between $28 million and $30 million.

Here's a quick look at the revenue mix through the first three quarters of 2025:

Period End Date	Total Revenue	Recurring Services & Consulting Revenue (Approximate)	Technology Systems Revenue (Approximate)
March 31, 2025 (Q1)	$4.95 million	$4.89 million	$65,000
June 30, 2025 (6 Months)	$10.69 million	$10.59 million	$105,000
September 30, 2025 (9 Months)	$17.6 million	$17.2 million	$370,000

Dedicated operational support for major energy and rail clients.

The relationship with the major energy client, New APR Energy, under the Asset Management Agreement (AMA) signed on December 31, 2024, exemplifies dedicated, high-value support. This AMA is expected to be very accretive to shareholder value and is associated with an estimated $42 million contract for Duos Technologies Group, Inc. to operationally manage gas turbines. For the third quarter of 2025 alone, services related to the AMA contributed $5.69 million to the Services and Consulting revenue. In the first quarter of 2025, the AMA generated $3.9 million in Services and Consulting revenue. This single agreement is a cornerstone of the current revenue surge.

For rail clients, the company's operational footprint includes 13 portals as of the end of the first quarter of 2025, scanning over 2.3 million comprehensive railcar scans in that quarter alone.

High-touch, consultative sales for large-scale system deployments.

While specific sales cycle data isn't public, the nature of the large contracts implies a consultative approach. The company's consulting services revenue stream includes Professional Services (consulting and auditing), Software licensing, Customer service training, and Maintenance support. The technology systems portion, which includes the Railcar Inspection Portal (RIP), historically required payment of 30% or more due prior to delivery for system sales. The current focus, however, is shifting away from one-time system sales toward service-based revenue, which is a direct result of consultative engagement around operational needs.

Subscription model for RIP systems to lower customer entry barriers.

Duos Technologies Group, Inc. is actively transitioning the RIP business to a modular and subscription-based approach, termed "RIP-as-a-Service." This model is designed to improve scalability and lower the initial financial hurdle for customers. The first subscription services agreement, implemented with a passenger transit operator, was initially valued at $300,000 and is renewable annually. This initial deal provided access to the Railcar Inspection Portal (RIP) and optional Artificial Intelligence (AI) detection models across up to three existing Class 1 portals.

The company plans to install 65 Edge Data Centers by the end of 2026, aiming for substantial recurring revenue from these installations.

Finance: draft 13-week cash view by Friday.

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Channels

Direct sales and deployment teams handle the execution for Duos Technologies Group, Inc.'s core segments.

For rail projects, the direct teams managed operations across 13 portals in the first quarter of 2025, performing over 2.3 million comprehensive railcar scans. These scans represented approximately 24% of the total freight car population in North America. Deployment activity for two high-speed Railcar Inspection Portals experienced delays outside of the Company's control.

The energy projects channel is heavily supported by Duos Energy Corporation's execution against the Asset Management Agreement (AMA) with New APR Energy. This AMA drove approximately $4.76 million in recurring services and consulting revenue in the second quarter of 2025, and contributed $3.9 million in Q1 2025. Furthermore, project work included the installation of six gas turbine generators in Mexico, totaling 150 megawatts.

Wholly-owned subsidiaries are key delivery mechanisms for the current growth strategy.

Duos Edge AI, Inc. focuses on Edge Data Centers (EDCs), with a goal to have 15 units deployed by the end of fiscal year 2025. The company had orders for a total of 10 units as of the end of Q1 2025, and commercialized its first production standalone EDC with revenues starting April 1, 2025.

The expected revenue contribution from the EDC channel is detailed below:

Metric	Q1 2025 Estimate (Per Unit)	Q2 2025 Estimate (Per Unit)
Annual Revenue Expectation	$300,000 to $400,000 (over 12-18 months)	$350,000 to $500,000 (Annually)
Projected Gross Profit Margin	Not specified	Mid-70s percent
Projected Free Cash Flow (After Year 1)	Not specified	Around $300,000 per unit (Per year)

Duos Energy Corporation channels its services primarily through the AMA, which contributed approximately $6,600,000 of the $6.9 million total revenue in Q3 2025, categorized as recurring services and consulting and hosting revenue.

Direct procurement and infrastructure services via Duos Technology Solutions are reflected in the technology systems revenue component.

For the first nine months of 2025, technology systems revenue was approximately $370,000. In Q3 2025 alone, technology systems revenue was approximately $263,000. The total contract backlog as of the end of Q2 2025 was approximately $40.7 million in revenue, with approximately $18 million expected to be recognized in calendar 2025.

The Investor Relations website serves as the primary channel for communicating Duos Technologies Group, Inc.'s financial trajectory and strategic capital actions.

The Company reiterated its total revenue expectation for the fiscal year ending December 31, 2025, to range between $28 million and $30 million. This guidance represents an increase of 285% to 312% from 2024.

Strategic communications highlight capital deployment to support this channel growth:

• Duos Technologies Group, Inc. raised over $50 million in capital during 2025.
• The capital raise included $40 million in a public offering and $12.5 million through an at-the-market (ATM) facility earlier in 2025.
• The company is targeting the first quarter of breakeven or better on an adjusted EBITDA basis in Q4 2025.
• The Investor Relations channel communicated a partnership signed with FiberLight to enhance telecom capabilities.

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Customer Segments

You're looking at the customer base for Duos Technologies Group, Inc. as of late 2025, which has clearly pivoted to focus heavily on energy services and Edge Data Centers (EDC), though the rail business remains a foundation.

Class 1 North American Railroads and major passenger rail operators.

This segment utilizes the Railcar Inspection Portal (RIP) technology for safety and compliance data collection. Duos Technologies Group, Inc. supports four Class 1s and Amtrak. As of Q1 2025, the company operated 13 portals across the U.S., Canada, and Mexico. During Q1 2025, over 2.3 million comprehensive railcar scans were performed across these portals. This activity represented approximately 24% of the total freight car population in North America. Revenue from technology systems in Q2 2025 was approximately $40,000, showing this segment is currently a smaller revenue contributor compared to the energy and EDC segments.

Large data center developers and hyperscalers needing power solutions.

This customer group is primarily served through Duos Energy Corporation executing the Asset Management Agreement (AMA) with New APR Energy LLC. This work involves deploying and managing mobile gas turbines for behind-the-meter power. As of Q2 2025, Duos Energy completed the installation of six gas turbine generators (150MW) in Mexico and four additional generators at a Hyperscaler site in Tennessee under the AMA. Furthermore, the company deployed an additional 300 megawatts of gas turbines to support a large US based AI data center operator. Revenue from services related to the AMA was $4.76 million in Q2 2025 and $5.15 million in Q3 2025. The AMA was expected to generate approximately $42 million over the next two years as of March 31, 2025.

Freight car owners and lessors seeking compliance and safety solutions.

This group is targeted for subscription services based on the data gathered from the railcar scanning portals. Following a five-year agreement with CN (CNI) signed in late 2024, Duos Technologies Group, Inc. intends to offer shippers and car owners transiting the CN network subscription access to the Machine Vision/AI Wayside Detection Safety Data.

Regional enterprises, government, and healthcare facilities for Edge Data Centers.

Duos Edge AI, Inc. targets this market with its modular Edge Data Center (EDC) solutions. The company aims to deploy 15 EDCs by the end of 2025. As of Q2 2025, orders were placed for a total of 10 units. The first production standalone EDC began generating revenues in June 2025. By the end of Q3 2025, the company announced the deployment of its sixth Edge Data Center, with an additional nine scheduled for Q4 2025. The company expects to exit 2025 with an estimated $3.5 million in high margin annual recurring revenue from this business. A partnership with FiberLight was signed to accelerate EDC deployment and expand high-speed connectivity.

The composition of Duos Technologies Group, Inc.'s revenue streams as of Q3 2025 highlights the customer segment focus:

Revenue Component	Q3 2025 Amount	Percentage of Total Q3 2025 Revenue
Recurring Services and Consulting/Hosting Revenue	Approximately $6,600,000	Approximately 95.9%
Technology Systems Revenue	Approximately $263,000	Approximately 3.8%
Total Revenue (Q3 2025)	$6.88 million	100%

The recurring services and consulting revenue is heavily influenced by the AMA with New APR Energy.

The company's contracted backlog as of Q3 2025 was nearly $26 million in revenue, with about $9.5 million or more projected for recognition in Q4 2025.

• Total Revenue for the first nine months of 2025: $17.6 million.
• Total Revenue for the first nine months of 2025: Recurring services and consulting revenue was approximately $17.2 million.
• Total Revenue for the first nine months of 2025: Technology systems revenue was approximately $370,000.
• Full-year 2025 Revenue Guidance: $28 million to $30 million.

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Cost Structure

You're looking at the cost side of Duos Technologies Group, Inc.'s business as they push hard on the Edge Data Center and AMA service growth. Honestly, the cost structure is heavily influenced by the massive revenue ramp-up from the Asset Management Agreement (AMA) with New APR Energy, which drives up both cost of revenues and operating expenses, particularly non-cash items.

Cost of Revenues for Services and Consulting

The cost associated with generating the high-margin service and consulting revenue, especially from the AMA, saw a significant jump. This reflects the direct costs of managing the deployment and operation of the mobile gas turbines and related inventory for APR Energy.

• Cost of revenues for services and consulting for the nine months ended 2025 increased by 143%.
• This cost reached $12.22 million for the nine months ended 2025, up from $5.02 million in the same prior period.
• The cost of revenues specifically tied to technology systems has been decreasing compared to the equivalent periods in 2024.

Operating Expenses

Operating expenses are being managed, but they are rising due to strategic investments and non-cash charges. The increase in expenses is largely attributed to non-cash stock-based compensation granted to the executive team on January 1, 2025.

Here's the quick math on operating expenses, noting the closest available data point to your requested 34% increase, which appears tied to the Q3 reporting period:

Metric	Q3 2025 Amount	Year-over-Year Change	Prior Year Q3 Amount
Operating Expenses	$11.7 million	34% increase	$8.7 million
Operating Expenses (6 Months 2025)	$8.06 million	38% increase	$5.86 million
Operating Expenses (Q3 2025)	$3.63 million	28% increase	$2.8 million

What this estimate hides is the specific breakdown of the non-cash stock-based compensation component for the full nine months, though it is confirmed as a primary driver for the expense increase in Q3.

Capital Expenditure for Edge Data Center Unit Manufacturing and Deployment

Capital expenditure is focused on scaling the Duos Edge AI segment. While a total CapEx number for the nine months isn't explicitly stated, the funding secured to support manufacturing and deployment is a clear indicator of this cost commitment.

• Duos Edge AI secured a total of $2.2 million in secured promissory notes to fund the construction, deployment, and initial operations of the first three Edge Data Centers (EDCs).
• The debt for this funding matures at the end of 2025 and carries an interest charge of 10% per annum.
• The company is on pace to have 15 Edge Data Centers under contract by the end of 2025.

R&D and Engineering Costs for AI Model Development and System Integration

Research and Development (R&D) costs show variability quarter-over-quarter, suggesting a shift in focus from initial development to operational support for existing systems like the AMA.

• R&D expenses rose 11% in Q1 2025, reflecting new engineering hires supporting the AMA.
• R&D expenses fell by 21% in Q2 2025 due to completed development and testing of prospective technologies.
• R&D expenses fell by 71% in Q3 2025 due to scaled-back testing of prospective technologies.

Finance: draft 13-week cash view by Friday.

Duos Technologies Group, Inc. (DUOT) - Canvas Business Model: Revenue Streams

You're looking at how Duos Technologies Group, Inc. is bringing in money as of late 2025, which is heavily influenced by their energy services agreement.

The revenue streams for Duos Technologies Group, Inc. are clearly segmented, showing a strong pivot toward recurring service contracts over one-time system sales, which is a key part of their current financial structure.

Revenue Stream Component	9 Months Ended 2025 (Approximate)	Full Year 2025 Guidance
Recurring Services and Consulting Revenue	$17.2 million	Part of $28 million to $30 million total
Technology Systems Revenue (RIP Sales/Deployment)	$370,000	Part of $28 million to $30 million total
Total Revenue (9 Months Ended 2025)	$17.57 million	N/A
Total Revenue Guidance (FY 2025)	N/A	$28 million to $30 million

The recurring services and consulting revenue is the dominant component, largely driven by the Asset Management Agreement (AMA) with New APR Energy.

Here's a breakdown of the key revenue components for the first nine months of 2025:

• Recurring services and consulting revenue: approximately $17.2 million for 9 months 2025.
• Technology systems revenue from Railcar Inspection Portal (RIP) sales and deployment: approximately $370,000 for 9 months 2025.
• High-margin revenue from the 5% equity interest in New APR parent: Over $904,000 recognized in Q3 2025 alone, booked at a 100% margin.
• Edge Data Center co-location services and power consulting fees: This is a growing area, supported by the deployment of Edge Data Centers (EDCs).
• Full-year 2025 revenue guidance is set between $28 million and $30 million.

To be fair, that $17.2 million in recurring revenue for the nine months includes about $5.15 million specifically from Duos Energy executing the AMA with APR Energy in Q3 2025. Also, the Q3 2025 recurring services and consulting and hosting revenue alone was about $6.6 million.

The technology systems revenue saw a decrease, with only about $263,000 recognized in Q3 2025, primarily attributed to deployment delays with the Railcar Inspection Portals.

Finance: draft 13-week cash view by Friday.